南北水 | 北向資金淨買入5.41億元，消費龍頭獲加倉，北水拋售美團、騰訊控股
北上資金今日淨買入5.41億元。其中，滬股通淨買入賣出7.12億元，深股通淨買入12.52億元。
寧德時代、比亞迪、五糧液分別獲淨買入3.18億元、2.33億元、2.29億元。恩捷股份淨賣出額居首，金額為3.72億元。
南下資金今日淨買入港股28.36億港元。其中，港股通（滬）淨買入12.34億港元，港股通（深）淨買入16.02億港元。
南下資金今日淨買入港股28.36億港元。盈富基金、比亞迪股份、平安好醫生分別獲淨買入36.76億港元、2.55億港元、2億港元；美團-Ｗ、騰訊控股、吉利汽車、阿里健康分別遭淨賣出8.31億港元、4.67億港元、3.02億港元、2.1億港元。
南水關注的個股
北向資金再度加倉白酒板塊，其中滬股通淨買入貴州茅台2.11億、山西汾酒2.19億，深股通淨買入五糧液2.29億、瀘州老窖2.04億。
國泰君安表示，結合目前市場預期和基本面情況，白酒因疫情管控優化及地產融資放鬆進入估值修復階段，估值擴張階段仍需觀察經濟及基本面改善進度。目前來看，2023Q1將是一個重要觀察時點和轉折點，大概率會形成基本面底部，參考2014年白酒行業走勢，行業見底後疊加預期改善，有望逐步進入估值擴張階段。
陽光電源遭深股通淨賣出3.51億。此前交流會信息引發户用儲能和逆變器板塊震盪，陽光電源6日發佈澄清公吿表示，公司沒有大幅下調户儲預期，大幅下調系錯誤解讀及過度解讀。
北水關注的個股
騰訊控股遭淨賣出4.67億港元，截至今日，南下資金已連續2日淨賣出騰訊，累計約24.333億港元。12月6日，騰訊控股在港交所發佈公吿稱今日回購93.44萬股，回購價格為每股307.6-310.2港元，共耗資約2.89億港元。
比亞迪股份獲淨買入2.55億港元。12月2日，比亞迪公佈產銷快報，11月比亞迪新能源汽車銷量23.04萬輛，上年同期為9.12萬輛，同比增長152.62%。
平安好醫生獲淨買入2億港元。中信證券認為，當前行情的持續主要由預期改善及空頭回補驅動，未來行情演繹將繼續圍繞防控優化落地以及2023年業績預期兑現展開。回顧2022Q3，互聯網公司延續降本增效主線，展現較強的利潤彈性；展望2023年，隨着防控優化政策的落地有望促進生產生活和企業經濟活動的恢復，宏觀及消費回暖趨勢下，互聯網公司業績有望展現更加顯著的改善。
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